Customer Success Strategy Development
Overview:
A program focused on moving from a cost center to a profit center.
We'll focus on increasing revenue through the expansion of relationships, how to effectively white-space an
account, how to turn the white-space into new opportunities, and how to lead a customer to their
desired outcomes.
Duration:
3 Days
Agenda:
Day 1: Equipping CS Leaders with the Tools & Mindsets for Profit-Driven Success
1.1 Rethinking the Role of Customer Success
1.2 The CS Operating Model: Tools for Transformation
1.3 Monetizing CS: Models & Mechanics
1.4 Strategic Segmentation & Customer Lifecycle Mapping
1.5 Teaching Outcome-Based Success Planning
Day 2: Identifying and Unlocking Growth Potential
2.1 White-Space Analysis Framework
2.2 Account Expansion Strategy
2.3 Turning White-Space Into Opportunity
2.4 Strategic Relationship Development
2.5 Workshop: Build a White-Space Plan
Day 3: Embedding the Strategy into Daily CS Operations
3.1 Operationalizing Customer Outcomes
3.2 Revenue Collaboration Models
3.3 Success Metrics & Reporting
3.4 Capability Uplift & Talent Strategy
3.5 Final Recommendations & Roadmap Presentation
Pricing:
$3,500 fixed fee*
Value Realization Workshops
Overview:
A Customer Success Value Realization Workshop designed to educate and empower
your customers on the strategic concept of value realization — from definitions
to actionable planning.
Duration:
1 Day
Agenda:
Outperform with the knowledge and frameworks to define, measure, and manage
value realization.
1 What is Value Realization?
2 Mapping Desired Outcomes to Business Objectives
3 Introduction to ROI and TCO
4 Building the Value Realization Plan
5 Metrics & Reporting Best Practices
6 Real World Case Study
Pricing:
$1,200 fixed fee*
* Programs are priced for up to 15 people, on-site at customer's location. Travel and Expenses to be billed separately at cost.